Equity Research Analyst

Job Description

Company Overview :

Qode Advisors LLP  is a SEBI-registered asset management firm offering Portfolio Management Services (PMS) to high-net-worth individuals and families.

We combine a data-driven, quantitative investment framework with deep fundamental insights to deliver consistent, long-term returns.

Backed by a team of 30 high-performing professionals, Qode Advisors is built on a foundation of research, discipline, and a strong focus on investor alignment.

Primary Role :

Analyze financial information to forecast business, industry, and economic conditions for use in making investment decisions.

Conduct comprehensive research on assigned industries, companies, and sectors to identify potential investment opportunities.

Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.

Prepare reports and presentations that contain detailed findings and recommendations and present these to senior management.

Build and maintain financial models to assess the intrinsic value of companies. Perform comprehensive valuation analyses, including discounted cash flow (DCF), comparable company analysis (CCA), and precedent transaction analysis (PTA).

Work closely with the investment team to develop investment strategies and make decisions about investment opportunities.

Stay abreast of the latest academic research, industry trends, and emerging technologies in finance to enhance the research process continuously and develop innovative investment ideas.

Requirements

Bachelor's degree in finance, Economics, Accounting, or a related field. A master's degree and relevant certifications (e.g., CFA, MBA, or master's in finance) are advantageous.

Proven experience as an Equity Research Analyst or a similar role in the financial services industry.

In-depth knowledge of financial modeling and valuation techniques.

Proficient in using MS Office applications such as Excel, PowerPoint, and Word.

Strong understanding of financial markets and investment principles .

Proficiency in financial modeling, data analysis, and research methodologies .

High attention to detail and excellent problem-solving skills.

Requirements

Strong Excel proficiency (VLOOKUP, Pivot Tables, Index-Match, etc.). Good understanding of US financial reconciliation, accounting principles, and trade management. Experience with brokerage reconciliation, investment accounting, or financial data analysis related to US markets is a plus.